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Panes and Dashboards User Documentation

PurposeThis documentation will guide you through the process of creating, managing, and effectively visualizing Panes and Dashboards, empowering you to harness their full potential.
Last UpdatedAugust 28, 2024

Understanding Insights Panes and Dashboards​

Insight Panes provide a user-friendly way of visualizing the Tables you have created. Rather than displaying data in the traditional rows and columns format, Panes offer an attractive visual overview.

Essentially, anything you can Query can be transformed into a Dashboard or Pane, offering a more intuitive representation.

Dashboards, on the other hand, are a collection of Panes, allowing you to group related visualizations together for an integrated view.

Creating and Managing Insight Panes and Dashboards​

Insight Pane supporting video​

Creating Insight Panes​

To create an Insight Pane, visit the Query app in the left sidebar. This app is your tool for crafting queries to extract specific data from large datasets. Inside the Query app, look for the "Create Insight Panes" section at the bottom. This is where you can start building a visual representation. Depending on the data in your table, you can choose from various Insight Pane types to make your data visually appealing and easy to understand.

Depending on the Insight Pane type selected, you will need to specify which data to display on the different axes. For example, if you opt for a Bar Insight Pane, you will define the data for both the "X" and "Y" axes.

You can create facets by shift+clicking the filter icon next to one of the values in query results

For more information on the Query app follow link bellow:

Learn more about Query

Once you have configured the Insight Pane data, you'll find a button with three vertical dots in the upper right corner. Clicking on this button allows you to save the Insight Pane. After selecting "Save," a tab will prompt you to enter:

  1. Name

  2. Description

  3. Cron

    For more information on Cron follow link bellow:

    Learn more about Cron

After completing this information, click the "SAVE" button.

You can access all created Insight Panes, both yours and those of your teammates, by going to the "Dashboard" app and selecting the "Insight Panes" section. Here, you can also manage them by clicking the three-dotted button in the top right corner of each Insight Pane, which enables you to clone or delete them.

Upon selecting a desired Insight Pane, you can view its contents and edit its name and description by clicking the "EDIT" button located in the top right corner.

Dashboards supporting video​

Creating Dashboards​

To create a Dashboard within the Portal, navigate to the "Dashboard" app. This will open a tab displaying all the Dashboards created by you and your team members.

To manage your Dashboards, click on the three-dotted button in the top right corner of each Dashboard. Depending on your roles and permissions, you may not only view but also create new Dashboards by clicking the "CREATE DASHBOARD" button located in the top right corner of the tab. Here, you can select the desired Panes to add to your Dashboard.

Once you click on "CREATE DASHBOARD," a blank canvas will appear. You can start structuring your Dashboard by clicking on the "EDIT" button located at the top right corner. In this editing mode, you will be able to add a title and a description on the top left corner.

In the top right corner, you will find three buttons:

ADD Insight Pane​

Clicking this button opens a window with two sections. The first section, "Insight Panes," provides access to all Insight Panes previously created by your team. Here, you can select and add them to the canvas.

Once you select the desired Insight Pane, it will be placed on the canvas. You can move each Pane around to arrange your Dashboard. Each Insight Pane added to the canvas includes three buttons at the top right:

  1. Duplicate Insight Pane: Creates an exact copy of the Insight Pane.

  2. Delete Insight Pane: Allows you to remove unwanted Insight Panes.

  3. Settings: This option may be used to update Insight Pane information or configuration (Note: This section is currently blank).

The second section, "Layout," provides tools to structure your Dashboard:

  1. Header Text: You can add a header text to your Dashboard, allowing you to name different sections if desired. In the Settings button, you can change the header's appearance. Click "Update Pane" at the bottom of the section to save changes. Additionally, hovering over the Header Text allows you to adjust its size.

  2. Horizontal Line: Adds a horizontal line to the Dashboard, enabling you to divide it into different sections.

  3. Markdown: This option allows you to include a text block in Markdown syntax. You can edit the text inside the text block via the Settings button. Press "Update Pane" at the bottom of the section to save changes.

    For more information on Markdown Syntax follow link below:

    Learn more about Markdown.

  4. Image: Use this feature to add images into your Dashboard. By selecting the Settings button, you can paste the image's URL to upload your desired image.

Cancel​

Allows you to discard any modifications you have made to the Dashboard that you do not wish to save. This feature is convenient when you have made changes but decide not to proceed with them.

Save​

Allows you to preserve any modifications or adjustments you've made to the Dashboard, ensuring that your work is securely stored for future reference and use.

Please ensure to save your changes after any updates are made.

Please note that exporting Panes and Dashboards is currently in development.

When you save an Insight Pane or Dashboard, it becomes automatically accessible to your entire team for visualization.

Keep in mind that only team members can view saved insight Panes and Dashboards.